Wealth Management in Houston, Austin, Dallas

OUR SERVICES

At CORDA, we believe that investing should be open to anyone. Whether you already have a portfolio or have never invested, whatever your net worth, we are committed to providing you with personalized, easy to understand investment management services.

Financial Blueprint: Our first step is to sit down and discuss your short-term and long-term needs and desires. We will then draw up a financial blueprint to meet your individual needs from now through your retirement.

Contrarian Value Investing: We follow Warren Buffett and Benjamin Graham’s contrarian approach to investment. We invest in strong companies that are temporarily trading at a discount.

At CORDA, we are not solely interested in your investments. We will work with you on all aspects of financial planning—building and maintaining wealth while preparing for inevitable financial challenges.

Evaluation: The first step is to evaluate your current financial profile. Whether you have a great deal of wealth or are drowning in debt, we will develop a complete picture of your finances, as well as your needs and desires.

Goal Setting: The next step is to identify your short-term, medium-term, and long-term financial goals. We will note the challenges that are likely to arise, and then draw up a road map to help you grow wealth while minimizing risk.

Changing Course: Financial planning is not a one-time task. As you move through life, things will change and evolve. You might receive a promotion, be laid off, get married, have children, or go through a divorce. The economy could grow stronger or it could enter a recession. Financial laws may change. Whatever happens throughout your financial journey, we will be by your side, helping you decide when to change course and how to pivot to meet evolving challenges.

Estate planning is the process of putting together a plan for distributing your assets after you pass away. Your estate consists of everything you own, including savings accounts, cars, and your home along with all its contents. Even if your estate is modest, estate planning is important. If you pass away without an estate plan, the state will decide how your assets are distributed.

CORDA provides a complete line of estate planning services. These include, but are not limited to:

Will Advice

Trust Funds

Inherited IRAs

Life Insurance Planning

In some cases, an estate plan will allow your family to avoid the complicated process known as probate. Even if probate is necessary, though, having an estate plan will vastly simplify and quicken the process.

Like many people, you may be eagerly awaiting your retirement date. Also like many people, though, you might be unaware of how much money you will need in retirement or how to ensure that you have that money. At CORDA, we are happy to assist you with retirement planning regardless of your net worth or the size of your portfolio.

Personalized Service: Like all financial planning, retirement planning must be highly individualized for each client. During our first meeting, we will get to know you, your current finances, and your goals for retirement. We will then create a personalized plan to help you reach your retirement goals while balancing all of your other financial priorities.

Comprehensive Wealth Management: Retirement planning cannot exist in a vacuum. We provide comprehensive wealth management services for all stages of your life, and we plan for your retirement as part of that bigger picture.